ESG strategy – SAA implementation principles
Successful investing in ESG public and private financial instruments requires investors to have a clear understanding of their stakeholders’ objectives and strategies. European regulation is increasingly requiring transparency and quality from financial institutions and ‘manufacturers’ of financial products.
This sprint aims to deepen participants’ awareness of ESG investment strategies + their own institution’s/ firm’s ESG investment implementation approach.
Lecturer: Grant Metcalfe-Smith
Learning goal: To develop a deeper understanding of ESG strategy in relation to SAA implementation.
PS framework: Methods
CPD accredited: Yes (3 credits)
Beneficial for: CIOs, Asset Allocators, Analysts, PMs, Strategists, Board of directors, Sustainability & Stewardship Officers etc.
Sprint structure: 90min input + 90min deliberate practice, reflection and implementation planning
Format: Online (Zoom)
Costs: EUR 298 per participant
Minimum size: 5 participants
BEST PRACTICES (90min)
- Key types of ESG investment strategies
- Clarifying your stakeholders’ ESG objectives
- Implementing strategy
DELIBERATE PRACTICE (60min)
Participants bring their own investment proposal to consider SAA and ESG. They will create a due diligence checklist of ESG issues
to be discussed with key stakeholders
LESSONS LEARNED (10min)
NEXT STEPS (5min)
FEEDBACK FORM (5min)